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My Strategy: Balance your Risk and Means in Investment ⚖️

There's no secret strategy - just a balance between risk and means. It is like riding a bicycle 🚴🏻- you need to keep moving to balance 🤹🏻. I don't reveal my portfolio but in general I invested in stocks, ETFs and mutual funds. I may trade options at calculated risk.
Stocks and ETFs: It can be dividend, value and hybrid. I choose ETFs to diversify investment - minimize risk. I have shifted to higher return (also means higher risk) assets because I expected Fed to cut rate soon which will start the quantitative easing cycle. I need to hold such investment for the long term (1-3 years) and expect volatility risk.
Mutual Funds: Mainly Moomoo cash plus like $Fullerton SGD Cash Fund (SG9999005961.MF)$ and $CSOP USD Money Market Fund (SGXZ96797238.MF)$ . The main purpose is to generate regular passive income with minimum volatility risk.
Options: Buy puts or calls to protect my upper and lower limit. I may even sell covered calls when the share price is trending (lower or higher) at "calculated risk". I don't sell puts or naked calls as the risk is very high with unlimited losses.
Moomoo promotion: This is a bonus from Moomoo as I can earn extra money. Here are some examples:
1. 6.8 % pa promotion
Just deposit fresh fund and subscribe to Moomoo cash plus fund for 20/40/60 days. There is liquidity advantage as I can redeem the mutual fund and invest in stocks or ETFs and options when the market conditions are favourable.
2. Learn and earn reward points
It is important to update your knowledge and skill as the stock market is very dynamic. Moomoo has many events where you can participate to learn and earn reward points. The points can be exchanged for cash coupons which you can redeem cash. You need to meet certain terms and conditions so learn to maximize the benefits using your fresh fund. You can learn the tips by joining the chatgroup "Moomoo Event & Promo" who will share events on when and how to earn reward points and cash coupons.
3. Moomoo Offline Events
I participate in offline events sponsored and organized by Moomoo like Moofest, Artbox, Seedly Personal Finance, REIT Symposium, Moomoo evening sharing etc. Some of the events provide bento set meals, light refreshments or breakfast meal vouchers. The events are opportunities to connect and learn.
Read more here:
1. Moomoo at  Seedly Personal Finance Festival
2. Moofest 2023 - My Takeaways
Disclaimer: This post is not meant for financial advice - just educational purposes. Please don't copy the investment portfolio or plan blindly because we have different risk appetites. DYODD before you buy any security assets, beware of FOMO (greed) and invest within your means.
My Strategy: Balance your Risk and Means in Investment ⚖️
My Strategy: Balance your Risk and Means in Investment ⚖️
My Strategy: Balance your Risk and Means in Investment ⚖️
My Strategy: Balance your Risk and Means in Investment ⚖️
My Strategy: Balance your Risk and Means in Investment ⚖️
My Strategy: Balance your Risk and Means in Investment ⚖️
My Strategy: Balance your Risk and Means in Investment ⚖️
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only. Read more
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